海外研报

In the middle of the USD smile

The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.

GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.

CUB--Currencies monthly view

• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in